Five great charts on investing
With acknowledgements to Dr Shane Oliver, Head of Investment Strategy and Chief Economist AMP Capital. Investing is often seen as complicated. And this has been made worse over the years
August 17, 2017
Investing
Planning ahead for the “Sandwich Generation”
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be
July 12, 2017
First Home Savers, Downsizers and Small Business are the Winners in Treasurer Scott Morrison’s Second Budget – While Taxpayers Face an Increase in the Medicare Levy
Note: These changes are proposals only and may or may not be made law. On Tuesday 9 May, the Federal Government handed down its Budget for the 2017–18 financial year.
May 10, 2017
The Ins and Outs of ‘in Specie’ Contributions
An ‘in specie’ contribution may sound like something your doctor would ask you for, but it’s actually a way in which non-cash contributions can be made to your self-managed superannuation
April 29, 2017
Smart End of Financial Year Strategies 2016/17
With the end of the financial year approaching, it’s a great time to make smart decisions about your finances. Taking action before 30 June can open up more opportunities for you.
April 29, 2017
Working With The New Super Rules
As a large majority of working and retired Australians already know, in late 2016 a raft of changes to the superannuation rules was legislated. Most come into effect from 1
February 10, 2017
To Stay on Track, it Pays to Look Back
Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to
December 21, 2016
What’s Really Happening with Property?
There’s little doubt that property is an attractive investment option for many, but with the media reporting conflicting news about the Australian property sector, it’s difficult to understand what’s really
December 13, 2016
Common Mistakes Investors Make
This is a good summary of common mistakes with many investors make. Thanks to Shane Oliver at AMP Capital for this article. Key points Many of the mistakes investors make are
December 2, 2016
The Inflation Effect on Retirement
Without the benefit of a crystal ball, it’s impossible to determine exactly how much one person will need to meet their individual retirement needs. We often hear that we’re living
November 19, 2016
Why Does the Balance of My Super Fund Go Up and down?
If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed
September 26, 2016
Does Solar Power Add Value to Your Property?
Over 1.5 million Australian homes, around one in six households, currently generate at least some of their own electricity from solar panels mounted on their rooftops. While environmental concerns
August 5, 2016